ABOUT THIS PODCAST 🔗
Canoe Perspectives is a podcast that goes inside the thinking of Canoe Financial’s investment professionals. Each episode features candid conversations with our portfolio managers on what they are seeing across markets, how they are positioning their portfolios, and where opportunity may be emerging next.
Hosts:
Update frequency:
every 25 days
Average audio length:
19 minutes
Guest interviews
English
United States
10 episodes
since Feb. 6, 2026
episodic
LATEST EPISODE 🔗
In this special edition of Canoe Perspectives, Canoe’s energy Portfolio Manager, David Szybunka, sat down with renowned commodity strategist Jeff Currie at Canoe Financial's annual CEO Series in Banff, Alberta, which brings together leading CEOs, investment professionals and industry experts to dis…
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Search past episodes of Canoe Perspectives.
PREVIOUS EPISODES 🔗
From demographics and labour markets to government spending and AI-driven investment, several powerful forces are reshaping the economic outlook. Host Darren Cabral shares highlights from Rohan Thiru's presentation at Canoe's annual Stampede brunch in Calgary, including what these forces could mean…
Markets have rewarded investors with strong returns, but Robert Taylor sees signs that the current secular bull market may be entering a later stage. Host Darren Cabral shares highlights from Rob's presentation at Canoe's annual Stampede brunch in Calgary, including his views on where market leader…
When market attention is focused on just a few massive names, exceptional businesses quietly get left behind.
In the latest episode of Canoe Perspectives, Portfolio Manager Fabian Renauer joins host Darren Cabral to discuss the high-potential areas the market is overlooking. They explore why today…
For years, markets have been dominated by megacap growth, while small- and mid-cap stocks faded into the background. But since late last year, leadership has started to broaden, with small-cap stocks significantly outperforming their large-cap counterparts. In this episode, Sajan Bedi, Vice Preside…
Rob Taylor, Senior Vice President & CIO, sits down with Darren Cabral to outline three essential pivots for navigating the current market environment: expanding the opportunity set beyond narrow tech leaders, recognizing the structural shift in commodity markets, and finding asymmetry in areas …
Private credit is under stress. Investors are asking tougher questions about liquidity, valuations, underwriting standards, and credit and refinancing risk. There is more pressure from redemptions than many vehicles can meet, greater scrutiny on loan quality, and growing concern that defaults could…
In this episode, we sit down with Dimitri Silva, Managing Director and Head of Global Rates and Currencies at Reams Asset Management, to unpack why an unconstrained approach is essential for fixed income portfolios. The conversation highlights Reams’ disciplined, total-return philosophy designed to…
In this episode, Darren Cabral sits down with David Szybunka, Senior Portfolio Manager and Managing Director, and Nicholas Sokul, Vice President and Trader, to explore why energy’s recent strength is about far more than oil and gas prices. While commodities have been soft, energy equities have brok…
In episode one of Canoe Perspectives, Robert Taylor, Senior Vice President and Chief Investment Officer, sits down with Darren Cabral, Senior Vice President, Head of Marketing, Strategy and Innovation, to unpack the market rotation and whether it has staying power.
Disclaimer: The podcast and artwork embedded on this page are from Canoe Financial, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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